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1,009 hedge funds and large institutions have $60.6B invested in Intuit in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 368 increasing their positions, 387 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 66

20% more call options, than puts

Call options by funds: $518M | Put options by funds: $430M

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

1% more funds holding

Funds holding: 9981,009 (+11)

1% more capital invested

Capital invested by funds: $59.8B → $60.6B (+$770M)

0.77% less ownership

Funds ownership: 88.42%87.64% (-0.77%)

5% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 387

Holders
1,009
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
22.13%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.72%
New
84
Increased
368
Reduced
387
Closed
66
Calls
$518M
Puts
$430M
Net Calls
+$87.9M
Net Calls Change
+$205M
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
801
Graves Light Lenhart Wealth
Virginia
$283K
GFP
802
Gryphon Financial Partners
Ohio
$279K +$289K +1,049 New
AOWM
803
Alpha Omega Wealth Management
Virginia
$279K +$299K +1,086 New
IFWM
804
Institute for Wealth Management
Colorado
$278K -$52.3K -190 -15%
EWA
805
EP Wealth Advisors
California
$277K -$7.98K -29 -3%
GGI
806
Godsey & Gibb Inc
Virginia
$276K
WCF
807
West Coast Financial
California
$276K +$275 +1 +0.1%
CP
808
Camelot Portfolios
Ohio
$274K
PGFC
809
Peapack-Gladstone Financial Corp
New Jersey
$274K
SC
810
Savant Capital
Illinois
$274K
IA
811
IFP Advisors
Florida
$274K +$297K +1,081 New
Lido Advisors
812
Lido Advisors
California
$273K -$7.15K -26 -2%
DIS
813
Diversified Investment Strategies
Louisiana
$273K
MWM
814
Mission Wealth Management
California
$271K -$15.4K -56 -5%
SAM
815
Silphium Asset Management
United Kingdom
$270K
DADC
816
D.A. Davidson & Co
Montana
$268K +$278K +1,009 New
CL
817
CPWM LLC
Washington
$266K -$1.1K -4 -0.4%
RC
818
RBF Capital
California
$266K
SLT
819
St Louis Trust
Missouri
$266K
WPP
820
Whalerock Point Partners
Rhode Island
$266K
FHA
821
First Horizon Advisors
Tennessee
$265K -$5.78K -21 -2%
QCG
822
Quadrant Capital Group
Ohio
$265K +$69.3K +252 +32%
BOH
823
Bank of Hawaii
Hawaii
$265K +$275K +998 New
AIP
824
Almanack Investment Partners
Pennsylvania
$264K +$14.3K +52 +6%
SBH
825
Segall Bryant & Hamill
Illinois
$263K